Everything you need to know about estate planning

 

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

It will help you cover off important topics such as: 

  • Creating valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)

  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)

  • Planning charitable gifts

Estate planning guide

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